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SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1981 Cr ₹44 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 28 Mar 2012 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 20% 78%
Expense Ratio 1.16 2.19
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01BP2 INF903J01FQ2
Exits Load Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 1.84% 1.79%
6 Month 5.21% 4.35%
1 Year 10.2% 8.35%
3 Year 7.65% 5.45%
5 Year 7.17% 4.55%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 3.12% 2.82%
1 Year 10.51% 8.77%
3 Year 8.73% 6.73%
5 Year 7.51% 5.14%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.47% 6.57%
3 Year 7.81% 6.49%
5 Year 7.98% 6.63%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.313% 1.81%
Sharp 0.198% -1.215%
Beta 1.108% 1.575%
Alpha 0.308% -1.945%

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Fund Managers

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Funds Managed 15 14
Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 99.59 100
Financial Services 0.41 -

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